We understand that there are many necessary elements and legalities to executing a will or trust. Perhaps that’s why it’s hard for some of us to know where to begin. However, maybe all it takes is a different approach.

Many of our donors find that if they simply start with some personal contemplation time, the rest of the planning and the creation of necessary documents proceeds much more easily. Sometimes, it can be as simple as writing a letter to themselves.

So why not open your laptop or grab a paper and pen and give it a try? Here are some thoughts to get you started.

Looking back:

What has made you the person you are today? What did you learn from your family? From friends, colleagues, teachers? What major events have impacted your life? Were those personal impacts like the death of a loved one, or larger world impacts, like a hurricane or the September 11^th events? Perhaps a graduation or a great accomplishment? Everything we live through leaves an imprint; what has imprinted on you?

You can also think about your values, and how they came to be yours. Who has influenced your life? Who are you grateful to? What are you most appreciative of, both personally and professionally? What are the most important lessons you’ve learned along the way? Read more.

Looking forward:

Now, think about the future. What are your dreams and hopes for your loved ones, for your community, for the world? What advice do you want to leave to friends and family?

Taking the time to write this letter to yourself can help you find the answers to questions such as who your personal representative should be and what you want your advance directives to be. When you remind yourself of your life experiences, your values, and what’s most important to you, it will clarify any confusion and make conversations with your professional advisor easier. It can also help you to determine what you want your legacy to be.

For many, after making sure loved ones will be cared for, a legacy means continuing to help causes they felt passionate about during their lifetimes. If you would like to talk about possibilities for a planned gift to help your favorite charities or causes, just give us a call. All CFAAC’s planning services are complimentary; we are here to support you in meeting your charitable giving goals, and helping your hopes and dreams for the world come true. Contact Rosemary Calderalo at rosemary@cfaac.org or 410.280.1102, ext.103.